As a Cordiner Wealth client you’ll be dealing with real people every day.
The people you see here are the same people you’ll speak to on the phone and in person, so it’s good to put some faces to names.
We’re lucky to have a team that brings together many years of professional experience and expertise, along with an unwavering dedication to helping you achieve your goals.
Managing Director and Financial Planner
Director
Personal Assistant
Administrator
Associate Financial Planner
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Top Rated for a second time.
Our robust process takes you through three clear stages to help you identify the future you want for yourself, and how you can achieve it.
Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct
Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762.
Registered address: 5A Harewood Yard, Harewood Estate, Leeds LS17 9LF
If our clients are not satisfied with the outcome of their compliance, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at the Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.
The value of investments and the income from them can go down as well as up, so you could get back less than you
invested. In the investment world, the past is not a reliable guide to the future.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore
restricted to consumers based in the UK.
Decisions should not be taken based solely on the content of the website and individual advice should be sought
first. Regulations, levels and bases of taxation are subject to change, content of the website may not reflect
the latest changes.
Cordiner Wealth is not responsible for the content of external links.
We understand that everyone has different needs. Which is why we want to let you know that we’re happy to meet clients both remotely and face-to-face, whichever is easiest for you.
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